Carnegie Lake Advisors’s Intuitive Surgical ISRG Stock Holding History

Carnegie Lake Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.61M	Hold	9,075	–	–	1.35%	17
2026 Q1	$4.18M	Hold	9,075	–	–	1.66%	15
2025 Q4	$5.14M	Hold	9,075	–	–	1.96%	12
2025 Q3	$4.06M	Hold	9,075	–	–	1.56%	13
2025 Q2	$4.93M	Hold	9,075	–	–	1.95%	13
2025 Q1	$4.5M	Hold	9,075	–	–	1.82%	12
2024 Q4	$4.74M	Hold	9,075	–	–	1.91%	13
2024 Q3	$4.46M	Buy	+9,075	New	+$4.22M	1.76%	13

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Carnegie Lake Advisors's ISRG Position: Q2 2026 in Review

Carnegie Lake Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 9,075 shares worth $3.61M. The position accounts for 1.35% of the portfolio, ranked #17.

Carnegie Lake Advisors first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Carnegie Lake Advisors held 9,075 shares of Intuitive Surgical worth $3.61M as of Q2 2026.
Carnegie Lake Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 1.35% of Carnegie Lake Advisors's portfolio in Q2 2026, its #17 holding.
Carnegie Lake Advisors first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Intuitive Surgical position peaked at $5.14M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.